&Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8M Buy
282,102
+64,302
+30% +$3.37M 0.11% 175
2025
Q1
$10.8M Buy
217,800
+63,566
+41% +$3.15M 0.11% 178
2024
Q4
$7.5M Buy
154,234
+79,537
+106% +$3.87M 0.09% 219
2024
Q3
$3.39M Buy
74,697
+42,636
+133% +$1.93M 0.07% 263
2024
Q2
$1.32M Buy
32,061
+26,211
+448% +$1.08M 0.06% 282
2024
Q1
$246K Buy
+5,850
New +$246K 0.03% 415
2021
Q4
Sell
-9,520
Closed -$357K 189
2021
Q3
$357K Buy
9,520
+850
+10% +$31.9K 0.23% 99
2021
Q2
$318K Buy
+8,670
New +$318K 0.21% 114